Showing 1 - 10 of 12
Commodities nearing super cycle
News, Taosha Wang, Published on 22/09/2025
» Commodities have had a rough decade, but a confluence of structural factors suggests that after years of underinvestment, the stage may be set for the next super cycle.
Forget American exceptionalism, it's a tri polar world
News, Jay Pelosky, Published on 11/01/2025
» In 2024, the watchword in financial markets was "American exceptionalism", as the US economy and markets left the rest of the world in the dust. But as the calendar turns, it may now be time to remove these geographic blinders to consider the larger regional competition likely to reshape the global economy in the coming years. We may be in the midst of a long-term global growth cycle driven by intensifying competition in the critical areas of artificial intelligence, green technology, and security between the world's three dominant regions: the Americas, Asia and Europe. (It's what I refer to as the Tri Polar World.)
An early look at the 2025 market
News, Javier Blas, Published on 12/01/2024
» The 2024 oil market is still in its infancy, but attention is already shifting to 2025. If the global economy is starting to abandon its oil addiction, as optimists contend, the first signs of the energy transition should emerge by next year. Spoiler alert: early indications are that the beginning of the end of the fossil-fuel industry remains elusive.
High hopes for hydrogen economy
News, Gavin Maguire, Published on 27/10/2023
» Hydrogen bulls have taken a beating recently, with the International Energy Agency (IEA) cutting demand for the fuel in key forecasts and oil major Shell announcing job cuts and reduced scale in its hydrogen business.
Grid specialist companies on investors' radar
News, Gavin Maguire, Published on 20/10/2023
» A detailed report on the state of the world's electric grids has revealed that investment in the critical transmission networks has lagged the growth in renewable energy generation, and poses a severe bottleneck risk for the global energy transition.
Subsidence spurs checks on India's hydro push
News, Roli Srivastava & Anuradha Nagaraj, Published on 28/01/2023
» Posters urging "NTPC Go Back" have appeared in Joshimath, a subsiding Indian Himalayan town where roads are cracking and houses crumbling -- a crisis locals blame largely on a hydropower project led by India's biggest electricity producer NTPC.
The global methane imperative
News, Sarah Vogel and Marcelo Mena, Published on 29/04/2022
» One of the most important achievements of last year's United Nations Climate Change Conference (COP26) in Glasgow was the Global Methane Pledge, a commitment by more than 100 countries to cut methane emissions by 30% by 2030. Reducing methane emissions is not only among the quickest and most effective ways to stem climate change; it would also go a long way towards improving public health.
Early extinction of fossil fuels a risk in itself
News, Gwynne Dyer, Published on 20/12/2021
» The "new normal", said International Energy Agency spokesperson Heymi Bahar last May, may be a far faster expansion of renewable energy than expected, driven mainly by market forces. So fast, in fact, that it raises a different kind of risk (but he didn't mention that).
Pushing for a green recovery
News, Editorial, Published on 21/06/2020
» In one of the coldest areas of the world -- Russia's Siberia -- the monthly average temperature since January has been 3C to 6C higher than normal. By May, the Siberian Times reported a record-breaking spike with the mercury measuring 30C to as high as 35C in towns and cities across the vast province.
The 2010s wrecked the planet
News, David Fickling, Published on 03/01/2020
» The past decade hasn't done much to inspire optimism about the future of the planet.